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Point View Wealth Management’s IBM IBM Stock Holding History

Point View Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$2.13M Sell
17,683
-566
-3% -$65.4K 0.86% 31
2020
Q3 		$2.12M Sell
18,249
-55
-0.3% -$6.47K 1% 22
2020
Q2 		$2.11M Sell
18,304
-502
-3% -$58.3K 1.01% 17
2020
Q1 		$1.99M Buy
18,806
+698
+4% +$88.3K 1.09% 16
2019
Q4 		$2.32M Buy
18,108
+827
+5% +$107K 0.96% 22
2019
Q3 		$2.4M Sell
17,281
-822
-5% -$111K 1.09% 15
2019
Q2 		$2.39M Buy
18,103
+540
+3% +$70.9K 1.02% 18
2019
Q1 		$2.37M Buy
17,563
+70
+0.4% +$8.92K 1.05% 17
2018
Q4 		$1.9M Buy
17,493
+552
+3% +$66.3K 0.96% 26
2018
Q3 		$2.45M Buy
16,941
+273
+2% +$38.1K 1.09% 16
2018
Q2 		$2.23M Buy
16,668
+664
+4% +$92.6K 1.03% 20
2018
Q1 		$2.35M Buy
16,004
+350
+2% +$53K 1.13% 14
2017
Q4 		$2.3M Buy
15,654
+88
+0.6% +$12.8K 1.09% 16
2017
Q3 		$2.16M Sell
15,566
-209
-1% -$29.1K 1.04% 19
2017
Q2 		$2.32M Buy
15,775
+1,589
+11% +$240K 1.14% 14
2017
Q1 		$2.36M Buy
14,186
+2,793
+25% +$468K 1.22% 14
2016
Q4 		$1.81M Buy
11,393
+39
+0.3% +$5.94K 1.04% 18
2016
Q3 		$1.72M Buy
11,354
+74
+0.7% +$11.2K 1.02% 18
2016
Q2 		$1.64M Buy
11,280
+261
+2% +$37.4K 0.99% 20
2016
Q1 		$1.59M Buy
11,019
+2,606
+31% +$333K 1.03% 20
2015
Q4 		$1.11M Sell
8,413
-309
-4% -$41.5K 0.8% 33
2015
Q3 		$1.21M Buy
8,722
+1,448
+20% +$214K 0.97% 29
2015
Q2 		$1.13M Buy
7,274
+132
+2% +$21.2K 0.88% 31
2015
Q1 		$1.1M Buy
7,142
+771
+12% +$117K 0.85% 37
2014
Q4 		$977K Buy
6,371
+1,806
+40% +$287K 0.73% 41
2014
Q3 		$828K Buy
4,565
+158
+4% +$28.8K 0.7% 44
2014
Q2 		$764K Buy
4,407
+291
+7% +$52.4K 0.66% 49
2014
Q1 		$757K Buy
4,116
+566
+16% +$99.6K 0.69% 45
2013
Q4 		$637K Buy
+3,550
New +$612K 0.6% 56

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Point View Wealth Management's IBM Position: Q4 2020 in Review

Point View Wealth Management reduced its IBM (IBM) stake by 3.1% in Q4 2020, selling an estimated $65.4K and leaving 17,683 shares worth $2.13M. The position accounts for 0.86% of the portfolio, ranked #31.

Point View Wealth Management first reported a position in IBM in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.45M in Q3 2018. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

  • Point View Wealth Management held 17,683 shares of IBM worth $2.13M as of Q4 2020.
  • Point View Wealth Management sold 566 IBM shares in Q4 2020, an estimated $65.4K.
  • IBM made up 0.86% of Point View Wealth Management's portfolio in Q4 2020, its #31 holding.
  • Point View Wealth Management first reported a position in IBM in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's IBM position peaked at $2.45M in Q3 2018.
  • 2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.